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Powers Advisory Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Powers Advisory Group’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.58M Buy
191,821
+337
+0.2% +$10.1K 1.97% 13
2025
Q4 		$5.45M Buy
191,484
+2,880
+2% +$81.3K 2.05% 14
2025
Q3 		$5.26M Buy
188,604
+2,128
+1% +$56.9K 2.1% 13
2025
Q2 		$4.72M Buy
186,476
+5,750
+3% +$136K 2.07% 14
2025
Q1 		$4.23M Buy
180,726
+5,885
+3% +$150K 2.02% 14
2024
Q4 		$4.52M Buy
174,841
+2,533
+1% +$67.4K 2.26% 12
2024
Q3 		$4.44M Buy
172,308
+3,758
+2% +$93.3K 2.21% 13
2024
Q2 		$4M Buy
168,550
+10,522
+7% +$249K 2.18% 14
2024
Q1 		$3.89M Buy
158,028
+5,670
+4% +$133K 2.22% 14
2023
Q4 		$3.6M Buy
152,358
+2,132
+1% +$44.9K 2.22% 13
2023
Q3 		$3.11M Buy
150,226
+8,116
+6% +$178K 2.11% 14
2023
Q2 		$3.11M Buy
142,110
+264
+0.2% +$5.5K 2.06% 14
2023
Q1 		$2.97M Buy
141,846
+5,230
+4% +$112K 2.08% 13
2022
Q4 		$2.77M Sell
136,616
-404
-0.3% -$8.28K 2.04% 12
2022
Q3 		$2.59M Buy
137,020
+7,426
+6% +$155K 2.07% 13
2022
Q2 		$2.53M Buy
129,594
+2,064
+2% +$44.1K 1.94% 13
2022
Q1 		$3.02M Buy
127,530
+16,270
+15% +$384K 2.1% 13
2021
Q4 		$2.85M Buy
+111,260
New +$2.88M 2.01% 14

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Powers Advisory Group's SCHA Position: Q1 2026 in Review

Powers Advisory Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.18% in Q1 2026, buying an estimated $10.1K and bringing the position to 191,821 shares worth $5.58M. The position accounts for 1.97% of the portfolio, ranked #13.

Powers Advisory Group first reported a position in SCHA in Q4 2021 and has held it in 18 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Powers Advisory Group held 191,821 shares of Schwab U.S Small- Cap ETF worth $5.58M as of Q1 2026.
  • Powers Advisory Group bought 337 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $10.1K.
  • Schwab U.S Small- Cap ETF made up 1.97% of Powers Advisory Group's portfolio in Q1 2026, its #13 holding.
  • Powers Advisory Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Powers Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.